Institutional Ownership Dimensional ETF Tr U S Equity (DFUS)
This table provides information about the institutional ownership of Dimensional ETF Tr U S Equity (DFUS). We have compiled data on the 645 institutions that hold shares in the stock, with a total of 133 Million shares, which have been reported (via 13F filing form) to have a value of $8.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
8,754,230
shares
|
$572 Million
0.78% of portfolio
|
Q3 2024
Added 48948.8%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,957,417
shares
|
$520 Million
5.21% of portfolio
|
Q2 2024
Added 3.94%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
5,859,313
shares
|
$383 Million
19.88% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
4,963,934
shares
|
$325 Million
12.66% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
4,119,516
shares
|
$269 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,667,805
shares
|
$240 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
3,504,693
shares
|
$229 Million
0.48% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
3,215,281
shares
|
$210 Million
18.05% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
2,363,926
shares
|
$155 Million
13.12% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,249,572
shares
|
$147 Million
0.06% of portfolio
|
Q3 2024
Added 9.02%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
2,240,037
shares
|
$146 Million
18.79% of portfolio
|
Q3 2024
Added 12.99%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
2,216,646
shares
|
$145 Million
29.05% of portfolio
|
Q1 2024
Reduced 5.36%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
2,094,026
shares
|
$137 Million
8.29% of portfolio
|
Q3 2024
Added 11.62%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
1,821,303
shares
|
$119 Million
18.12% of portfolio
|
Q3 2024
Added 37.36%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
1,765,457
shares
|
$115 Million
15.84% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
1,660,296
shares
|
$109 Million
31.04% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,637,530
shares
|
$107 Million
0.23% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,632,070
shares
|
$107 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,542,942
shares
|
$101 Million
1.07% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,404,656
shares
|
$91.8 Million
5.88% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
1,335,882
shares
|
$87.3 Million
1.9% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,332,675
shares
|
$87.1 Million
20.05% of portfolio
|
Q2 2023
Added 3.62%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
1,314,993
shares
|
$86 Million
27.42% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,293,763
shares
|
$84.6 Million
0.18% of portfolio
|
Q3 2024
Added 15.5%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
1,272,399
shares
|
$83.2 Million
12.48% of portfolio
|
Q3 2024
Reduced 1.1%
|